Weekday news and analysis for retirement plan advisers

Thursday, March 06, 2025 Exclusives | Awards | Research | Events

In Practice A Dual Quest for Participant Assets How can both recordkeepers and advisers work with participants, and what should those relationships look like? News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Vanguard Credits Strong Plan Design and Markets for Improved Account Balances With more defined contribution retirement plans offering automatic features and increasing default deferral rates, Vanguard found that participant outcomes remained strong in 2024.

Today’s Most Read 1. Georgia Bill Aims to Create State-Run Retirement Plan 2. Edward Jones Launches Private Client Services for High-Net-Worth Clients 3. TIAA Expands Annuity Availability to Its IRAs

OCIO Market Totals Nearly $4.8T, Says Chestnut Advisory The largest OCIO provider is Mercer, with $548 billion in outsourced assets under management. Captrust is the fifth largest provider, at $209 billion.

PPL Corp. Agrees to Settle Participant Lawsuit Over TDFs for $8.2M Workers at the energy company claimed that PPL included underperforming target-date investments from Northern Trust in four of its retirement plans.

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